+111.8%
IRM vs PAYC
+50.2%
+61.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +6.8% | +4.9% | +1.9% | +6.3% |
| 30D | +2.6% | +4.1% | -1.5% | +2.3% |
| 3M | -9.5% | +11.5% | -20.9% | -10.3% |
| 6M | -8.5% | +85.3% | -93.8% | -15.3% |
| YTD | +40.3% | +57.3% | -17.0% | +33.7% |
| 1Y | +28.7% | +52.6% | -23.9% | +23.4% |
| 3Y | +111.8% | +48.3% | +63.6% | +108.6% |
| All | +111.8% | +50.2% | +61.7% | +108.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded PAYC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling